LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth vs Kotak Nifty Next 50 Index Fund compare

Link copied to clipboard!

tortoise-icon Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option

Invest Now

tortoise-icon IDBI Nifty Next 50 Index Fund Growth

Invest Now

tortoise-icon LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option IDBI Nifty Next 50 Index Fund Growth LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth
Fund Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option IDBI Nifty Next 50 Index Fund Growth LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth
Investment Plan Growth Growth Growth
Level of Risk Very High Very High Very High
Asset Size (Cr) ₹346 Cr ₹94 Cr ₹94 Cr
Min Investment ₹100 ₹5000 ₹5000
Min SIP Invesment ₹100 ₹1000 ₹1000
Min Addl Investment ₹100 ₹500 ₹500
Launch Date 03 Mar 2021 20 Sep 2010 20 Sep 2010
Category Index Fund Index Fund Index Fund
Fund Type Open Ended Open Ended Open Ended
Benchmark NIFTY Next 50 TRI NIFTY Next 50 TRI NIFTY Next 50 TRI
Turn Over 58.83% 47% %
Expense Ratio 0.6 0.9 0.9
Manager Devender Singhal Sumit Bhatnagar Sumit Bhatnagar
ISIN Code INF174KA1FX3 INF397L01174 INF397L01174
Exits Load Data not available./365 Data not available./365 Data not available./365

Trailing Lumpsum Returns

Scheme Name Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option IDBI Nifty Next 50 Index Fund Growth LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth
1 Month 1.92% 1.87% 1.87%
6 Month -4.44% -4.57% -4.57%
1 Year 31.85% 31.55% 31.55%
3 Year 18.45% 18.14% 18.14%
5 Year - 19.14% 19.14%

SIP Return Analysis

Scheme Name Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option IDBI Nifty Next 50 Index Fund Growth LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth
6 Month - - -
1 Year 24.48% 24.15% 24.15%
3 Year 29.9% 29.57% 29.57%
5 Year - 24.89% 24.89%

Rolling Lumpsum Returns

Scheme Name Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option IDBI Nifty Next 50 Index Fund Growth LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth
1 Year 9.19% 10.1% 10.1%
3 Year 22.16% 15.15% 15.15%
5 Year - 12.16% 12.16%

Risk Management

Scheme Name Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option IDBI Nifty Next 50 Index Fund Growth LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth
Standard Deviation 16.66% 16.66% 16.66%
Sharp 0.94% 0.93% 0.93%
Beta 1.14% 1.14% 1.14%
Alpha 3.77% 3.51% 3.51%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

Fund Managers

Scheme Name Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option IDBI Nifty Next 50 Index Fund Growth LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth
Name Devender Singhal Sumit Bhatnagar Sumit Bhatnagar
Total AUM ₹20480 Cr ₹1786 Cr ₹1786 Cr
Fund Manage 12 6 6
Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option IDBI Nifty Next 50 Index Fund Growth LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth

Market Cap

Scheme Name

Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option

IDBI Nifty Next 50 Index Fund Growth

LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth

Others 0.28 0.3 2.58
Large Cap 91.8 91.2 87.69
Mid Cap 8.46 8.46 9.74

Sector Allocation

Scheme Name

Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option

IDBI Nifty Next 50 Index Fund Growth

LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth

Others 0.28 0.3 0.63
Electrical Equipment 6.94 6.95 -
Pharmaceuticals & Biotechnology 6.2 6.91 -
Personal Products 4.36 4.28 -
Finance 12.26 12.13 -
Banks 5.9 6.18 -
Aerospace & Defense 4.1 4.31 -
Cement & Cement Products 3.59 3.67 -
Insurance 4.26 4.26 3.42
Power 6.62 6.54 -
Gas 3.42 3.13 -
Consumer Durables 2.48 2.21 -
Retailing 5.88 5.75 -
Beverages 3.13 3.2 -
Diversified Metals 4.24 4.23 -
IT - Software 2.82 2.82 -
Petroleum Products 3.29 2.88 -
Realty 3.19 3.25 -
Chemicals & Petrochemicals 2.51 2.57 -
Auto Components 4.47 4.33 -
Leisure Services 1.37 1.32 -
Automobiles 3.26 3.14 -
Transport Services 4.04 3.72 -
Ferrous Metals 1.93 1.88 -
Capital Goods - - 18.4
Healthcare - - 2.46
Consumer Staples - - 9.84
Financial - - 19.14
Materials - - 4.1
Energy - - 11.21
Services - - 14.04
Metals & Mining - - 4.84
Construction - - 2.6
Chemicals - - 2.24
Automobile - - 5.5
Diversified - - 1.59

Top Comparisons

Kotak Liquid Regular Plan Growth Kotak Liquid Regular Plan Growth

3Y Returns6.28%

VS

Kotak Liquid Regular Plan Growth Kotak Liquid Regular Plan Growth

3Y Returns6.28%

Compare Now

BANDHAN Bond Fund - Medium Term - Regular Plan - Growth BANDHAN Bond Fund - Medium Term - Regular Plan - Growth

3Y Returns4.92%

VS

DSP Bond Fund - Growth DSP Bond Fund - Growth

3Y Returns5.73%

Compare Now

Kotak Bond Fund (G) Kotak Bond Fund (G)

3Y Returns5.3%

VS

Kotak Bond Fund - Regular Plan Growth Kotak Bond Fund - Regular Plan Growth

3Y Returns5.3%

Compare Now

Kotak Corporate Bond Fund- Regular Plan-Growth Option Kotak Corporate Bond Fund- Regular Plan-Growth Option

3Y Returns6.14%

VS

DSP Corporate Bond Fund - Regular - Growth DSP Corporate Bond Fund - Regular - Growth

3Y Returns5.3%

Compare Now
Request call back
Add to Cart Successfully